Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q2 2023
Institutional positions in Intuitive Surgical Inc as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,558
- +153 vs. Q1 2023
- Shares held
- 295.7M
- +3.07M (+1.0%) vs. Q1 2023
- Total value
- $100.9B
- +$26.3B (+35.2%) vs. Q1 2023
- New holders
- 210
- 553 more added
- Sold out
- 57
- 557 more reduced
10 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Industrial Alliance Investment Management Inc. | 83 | $28.0K | 0.01% | −20,991−99.6% | Reduced |
| Pin Oak Investment Advisors Inc | 81 | $28.0K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 82 | $28.0K | 0.01% | +82 | New |
| McIlrath & Eck, LLC | 87 | $29.7K | 0.01% | −9−9.4% | Reduced |
| Capital Advisors, Ltd. LLC | 87 | $30.0K | 0.00% | +58+200.0% | Added |
| Altshuler Shaham Ltd | 90 | $30.8K | 0.00% | +90 | New |
| O'Dell Group, LLC | 90 | $30.8K | 0.01% | +90 | New |
| Canton Hathaway, LLC | 90 | $31.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 93 | $32.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 94 | $32.1K | 0.00% | −21−18.3% | Reduced |
| Maryland Capital Advisors Inc. | 100 | $34.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 113 | $34.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 135 | $34.5K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 102 | $34.9K | 0.00% | +25+32.5% | Added |
| PCA Investment Advisory Services Inc. | 102 | $34.9K | 0.02% | +102 | New |
| MUFG Securities EMEA plc | 107 | $36.6K | 0.00% | −2,639−96.1% | Reduced |
| Clean Yield Group | 108 | $36.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $38.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $39.0K | 0.00% | +113+11,300.0% | Added |
| Barrett & Company, Inc. | 116 | $39.9K | 0.02% | −1−0.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 119 | $40.7K | 0.01% | +8+7.2% | Added |
| Hanson & Doremus Investment Management | 119 | $41.0K | 0.01% | +50+72.5% | Added |
| Clear Street Markets LLC | 119 | $41.0K | 0.02% | +119 | New |
| FIL Ltd | 122 | $41.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 123 | $42.1K | 0.01% | −96−43.8% | Reduced |
| GoalVest Advisory LLC | 123 | $42.1K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 125 | $42.7K | 0.00% | −25−16.7% | Reduced |
| City Holding Co | 126 | $43.1K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 126 | $43.1K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 126 | $43.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 130 | $44.5K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $44.8K | 0.01% | +39+42.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,262 | $46.3K | 1.38% | −17,262−50.0% | Reduced |
| Sutton Wealth Advisors Inc. | 139 | $47.5K | 0.02% | +76+120.6% | Added |
| Beacon Capital Management, LLC | 143 | $48.9K | 0.01% | +11+8.3% | Added |
| Resurgent Financial Advisors LLC | 144 | $49.2K | 0.03% | +3+2.1% | Added |
| Raffa Wealth Management, LLC | 145 | $49.6K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 149 | $50.9K | 0.02% | +149 | New |
| City State Bank | 150 | $51.0K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 150 | $51.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 153 | $52.3K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 162 | $52.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 168 | $57.4K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 169 | $57.8K | 0.01% | +169 | New |
| PrairieView Partners, LLC | 180 | $61.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 179 | $61.2K | 0.03% | +24+15.5% | Added |
| Northwest Capital Management Inc | 183 | $62.6K | 0.03% | +183 | New |
| Carmel Capital Partners, LLC | 189 | $64.6K | 0.03% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $65.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 193 | $66.0K | 0.00% | −11−5.4% | Reduced |
| Castleview Partners, LLC | 195 | $66.7K | 0.06% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 219 | $74.9K | 0.05% | −33−13.1% | Reduced |
| Crewe Advisors LLC | 220 | $75.2K | 0.01% | −327−59.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 220 | $75.2K | 0.04% | +140+175.0% | Added |
| Core Alternative Capital | 230 | $78.6K | 0.01% | −38−14.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 239 | $80.9K | 0.00% | +239 | New |
| Farmers & Merchants Investments Inc | 237 | $81.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 245 | $83.8K | 0.01% | +5+2.1% | Added |
| North Star Investment Management Corp. | 247 | $84.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 253 | $86.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 253 | $86.5K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 257 | $87.9K | 0.01% | +21+8.9% | Added |
| Center for Financial Planning, Inc. | 258 | $88.2K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 260 | $88.9K | 0.06% | +260 | New |
| Earnest Partners LLC | 278 | $95.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 280 | $95.7K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 282 | $96.4K | 0.02% | −46−14.0% | Reduced |
| Rosenberg Matthew Hamilton | 283 | $96.8K | 0.03% | +1+0.4% | Added |
| Larson Financial Group LLC | 295 | $100.9K | 0.01% | −187−38.8% | Reduced |
| Farther Finance Advisors, LLC | 295 | $100.9K | 0.02% | −6−2.0% | Reduced |
| Portland Hill Asset Management Ltd | 297 | $101.0K | 0.24% | 00.0% | Unchanged |
| ORG Partners LLC | 301 | $101.4K | 0.02% | +301 | New |
| BerganKDV Wealth Management, LLC | 305 | $104.3K | 0.01% | −373−55.0% | Reduced |
| Evermay Wealth Management LLC | 310 | $106.0K | 0.02% | +13+4.4% | Added |
| C M Bidwell & Associates Ltd | 318 | $108.7K | 0.08% | +318 | New |
| Nemes Rush Group LLC | 318 | $108.7K | 0.02% | +318 | New |
| Plante Moran Financial Advisors, LLC | 320 | $109.4K | 0.01% | +5+1.6% | Added |
| First Personal Financial Services | 324 | $110.8K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 328 | $112.2K | 0.04% | +7+2.2% | Added |
| Venturi Wealth Management, LLC | 328 | $112.2K | 0.01% | +1+0.3% | Added |
| Valley National Advisers Inc | 329 | $113.0K | 0.02% | +49+17.5% | Added |
| American National Bank | 336 | $114.9K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 465 | $118.8K | 0.09% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 350 | $119.7K | 0.05% | +350 | New |
| Brown Brothers Harriman & Co | 353 | $120.7K | 0.00% | −81−18.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 360 | $123.0K | 0.00% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 375 | $128.0K | 0.09% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 379 | $130.0K | 0.08% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 382 | $130.6K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 395 | $135.1K | 0.01% | +395 | New |
| Financial Connections Group, Inc. | 401 | $137.0K | 0.09% | +329+456.9% | Added |
| Sycomore Asset Management | 421 | $140.0K | 0.03% | +195+86.3% | Added |
| Carolinas Wealth Consulting LLC | 423 | $144.6K | 0.03% | −108−20.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 427 | $146.1K | 0.03% | +1+0.2% | Added |
| Blume Capital Management, Inc. | 459 | $157.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 481 | $164.4K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 490 | $167.6K | 0.03% | +202+70.1% | Added |
| Ritter Daniher Financial Advisory LLC | 494 | $168.9K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 494 | $168.9K | 0.05% | +112+29.3% | Added |
| Riverview Trust Co | 496 | $169.6K | 0.15% | 00.0% | Unchanged |